Wagner Wealth Management (South Carolina)’s JPMorgan Income ETF JPIE Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio JPIE Stock Details JPIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47.6M	Buy	1,034,574 +129,313	+14%	+$5.95M	8.81%	1
2026 Q1	$41.7M	Buy	905,261 +31,186	+4%	+$1.44M	8.42%	2
2025 Q4	$40.5M	Buy	874,075 +82,799	+10%	+$3.84M	8.6%	2
2025 Q3	$36.7M	Buy	791,276 +134,935	+21%	+$6.25M	8.52%	1
2025 Q2	$30.4M	Buy	656,341 +22,587	+4%	+$1.03M	6.93%	3
2025 Q1	$29.2M	Buy	633,754 +73,673	+13%	+$3.38M	7.28%	3
2024 Q4	$25.6M	Buy	560,081 +26,181	+5%	+$1.2M	6.59%	3
2024 Q3	$24.8M	Buy	533,900 +145,693	+38%	+$6.68M	6.69%	3
2024 Q2	$17.6M	Buy	388,207 +79,407	+26%	+$3.59M	5.28%	5
2024 Q1	$14.1M	Buy	308,800 +231,185	+298%	+$10.5M	4.29%	7
2023 Q4	$3.54M	Buy	77,615 +574	+0.7%	+$25.6K	1.19%	19
2023 Q3	$3.42M	Buy	77,041 +8,580	+13%	+$384K	1.26%	17
2023 Q2	$3.09M	Buy	68,461 +28,177	+70%	+$1.28M	1.18%	19
2023 Q1	$1.84M	Buy	40,284 +38,388	+2,025%	+$1.75M	0.84%	32
2022 Q4	$85.5K	Buy	1,896 +1,842	+3,411%	+$82.5K	0.05%	140
2022 Q3	$2K	Buy	+54	New	+$2.49K	﹤0.01%	612

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s JPIE Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its JPMorgan Income ETF (JPIE) stake by 14% in Q2 2026, buying an estimated $5.95M and bringing the position to 1,034,574 shares worth $47.6M. The position accounts for 8.81% of the portfolio, ranked #1.

Wagner Wealth Management (South Carolina) first reported a position in JPIE in Q3 2022 and has held it in 16 quarters since. 473 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Wagner Wealth Management (South Carolina) held 1,034,574 shares of JPMorgan Income ETF worth $47.6M as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 129,313 JPMorgan Income ETF shares in Q2 2026, an estimated $5.95M.
JPMorgan Income ETF made up 8.81% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #1 holding.
Wagner Wealth Management (South Carolina) first reported a position in JPMorgan Income ETF in Q3 2022 and has held it in 16 quarters since.
473 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.